Tag: Benchmarks

Index provider Russell Investments is teaming up with Axioma, Inc., a provider of tools for portfolio optimization and risk analysis, to create a series of factor-based indexes.

Russell Investments has launched a set of benchmarks to track the small to mid-cap segment of the global equity market, known as SMID cap.

State Street Global Advisors (SSgA) has launched its US Community Investing Index strategy.

Russell Investments has promoted Rolf Agather to the newly created position of director of Index Research & Innovation.

Vanguard has introduced seven bond index funds with ETF shares featuring expense ratios of 0.15%.

Fiduciary Benchmarks and Bdellium, designer of quantitative evaluation systems, have launched the Retirement Readiness Index (RRI) for 20,000 retirement plans.

Fiduciary Benchmarks, a 401(k) plan benchmarking firm, has compiled the data and reporting necessary to benchmark more than 98% of U.S. 401(k) plans.

BrightScope, a 401(k) data and analytics firm, and Target Date Analytics LLC, a consulting and research firm, unveiled the BrightScope On Target Index to help measure the risk...

J.P. Morgan Funds has launched an online version of its target-date evaluation program, the Target Date Compass.

Standard & Poor’s will revamp its style indexes later this year by, among other things, dropping one of seven factors traditionally used to determine stock level style scores.

Small- and mid-sized plan sponsors may now have an easier time keeping up with the Joneses with the help of Transamerica Retirement Services’ enhanced Annual Retirement Plan Review.

The 401(k) ratings and analytics firm BrightScope launched a service to help advisers and consultants find plans that need their help.

Index provider FTSE Group (FTSE) and Record Currency Management, a specialist currency investment manager, have launched the first set of indexes within the new FTSE Currency Forward Rate...

Standard & Poor's Index Services has launched what it says is "the first ever public index series designed to measure the average cost of borrowing U.S. equities."

PAi debuted EZ-Illustrator, a tool designed to help financial advisers determine whether their clients are a good match for a comparability profit-sharing plan.

If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed...

PlanTools, LLC, announced the release of its Expense Analysis and Benchmarking Tool that will offer more than 10 reports.

Participants in 401(k) plans continued a cautious move into equity during August, with a total of $203 million shifted from fixed income into equities, according to the Hewitt...

After six consecutive quarters of losses, the Callan DC Index posted a gain of 12.26% in the second quarter of 2009.